Sorry, did not know how to formulate the title, might sound a bit strange.
I created a Form + Workflow which goes through some approval stages:
- Pending > when is raised and needs approval
- Approved > when it has been approved by the Manager at least
- Rejected > well there not much to say to it lol
I also created a view
UserView to show all the existing tickets to the user [Me] however, I was thinking to create a view which shows:
the tickets only relevant to the Manager | Exec. | Finance
For reference, when raising a Form the cost centre number is entered (there are over 30 cost centers available) and my thoughts were to make the view = show only by CostCentre Nr. but how to make it show only to the next person who needs to approve it ?!
To give a better understanding, I have attached some screenshots; below you see folders Pending | Approved | Rejected and My Requests. Each of the folders is linked to the specific
Though, them three folders is visible only to the FINANCE Team. Meaning, they can see all tickets from every cost centre whether it is pending rejected or approved.
My Requests is again a ViewStyle restricted to show [ME] only your own tickets. Which is aimed for the users only who have raised a request.
What is the issue here?
With my current approach, the Managers and the Exec's cannot see any of the forms that has been raised or that needs to be approved.
What I want to achieve?
Ideally, I like so that each Manager and Execs can see only the forms (ticket whatever you may be referring to) that they have been assigned to for approval or simply where they are responsible to.
Maybe a way of saying "show items only based on the login" ?!
Manager: Max - Exec: Gary
Max > needs 5 Forms approving | has approved 3 forms already | 2 rejected
Gary > 3 forms to approve (pending) | has 1 approved and 1 rejected
Current situation: whether a Manager or an Exec's they could see ALL the raised forms across all the department and that is not really ideal.
to restrict the View so each Manager | Exec can only see what is assigned to them